Foundations Investment Advisors, LLC Incresed Positions in Q3 2025

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
8.74K
+ 10.12%
$152.77 - $188.68 $1.34M - $1.65M
95.1K $16.2M
MO
Altria Group, Inc.

Consumer Defensive
14.9K
+ 4.75%
$57.75 - $67.68 $860K - $1.01M
328K $21.7M
APP
App Lovin Corp

Technology
873
+ 12.26%
$335.1 - $718.54 $293K - $627K
8K $5.74M
VGT
Vanguard Information Technolog

ETFs
2.08K
+ 12.65%
$656.44 - $753.15 $1.36M - $1.56M
18.5K $13.8M
DFSD
Dimensional ETF Tr Short Durat

ETFs
58.2K
+ 521.7%
$47.86 - $48.43 $2.79M - $2.82M
69.4K $3.34M
IWM
Ishares Russell 2000 ETF

ETFs
9.41K
+ 58.58%
$214.92 - $244.84 $2.02M - $2.3M
25.5K $6.16M
SO
Southern CO

Utilities
21.3K
+ 10.46%
$90.83 - $96.0 $1.93M - $2.04M
225K $21.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.99K
+ 12.68%
$459.11 - $506.91 $1.83M - $2.02M
35.5K $17.8M
XLE
Energy Sector Spdr

ETFs
26.8K
+ 314.73%
$84.25 - $91.99 $2.26M - $2.46M
35.3K $3.15M
SRE
Sempra Energy

Utilities
6.16K
+ 4.74%
$74.14 - $89.98 $456K - $554K
136K $12.2M
ICF
Ishares Tr

ETFs
29.2K
+ 5.43%
$59.57 - $62.89 $1.74M - $1.84M
567K $35M
VLO
Valero Energy Corp

Energy
484
+ 0.89%
$131.77 - $175.63 $63.8K - $85K
54.6K $9.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
26.4K
+ 6.45%
$28.92 - $32.19 $763K - $850K
436K $13.9M
EMGF
Ishares Msci Emerging Markets

ETFs
23.1K
+ 17.13%
$51.93 - $56.75 $1.2M - $1.31M
158K $8.94M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.08K
+ 8.27%
$224.68 - $282.71 $467K - $588K
27.2K $7.6M
VRT
Vertiv Holdings CO

Industrials
21.4K
+ 10.81%
N/A
219K $19M
MA
Mastercard Inc

Financial Services
2.85K
+ 8.41%
$550.18 - $598.96 $1.57M - $1.71M
36.8K $20.9M
PANW
Palo Alto Networks Inc

Technology
9.15K
+ 12.29%
$167.06 - $208.19 $1.53M - $1.9M
83.6K $17M
VB
Vanguard Small Cap ETF

ETFs
6.5K
+ 147.25%
$237.58 - $259.17 $1.54M - $1.68M
10.9K $2.77M
RIOT
Riot Blockchain, Inc.

Technology
86K
+ 846.28%
$11.03 - $19.78 $949K - $1.7M
96.2K $1.83M
LLY
Eli Lilly & CO

Healthcare
3.26K
+ 6.69%
$625.65 - $812.69 $2.04M - $2.65M
51.9K $39.6M
ABBV
Abb Vie Inc.

Healthcare
2.18K
+ 8.75%
$184.85 - $231.54 $403K - $505K
27.1K $6.27M
VZ
Verizon Communications Inc

Communication Services
32.8K
+ 11.38%
$40.84 - $45.06 $1.34M - $1.48M
321K $14.1M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
30.2K
+ 5.33%
$50.85 - $51.35 $1.54M - $1.55M
596K $30.5M
VTV
Vanguard Value ETF

ETFs
7.38K
+ 32.77%
$175.51 - $186.57 $1.29M - $1.38M
29.9K $5.57M
WMB
Williams Companies, Inc.

Energy
22.8K
+ 9.19%
$56.52 - $64.01 $1.29M - $1.46M
271K $17.2M
AOR
Ishares Tr Core Growth Allocat

ETFs
11.9K
+ 4.13%
$60.99 - $64.39 $726K - $766K
300K $19.3M
AVUV
American Centy ETF Tr Avantis

ETFs
15.4K
+ 286.53%
$90.37 - $102.12 $1.39M - $1.57M
20.7K $2.06M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
52.5K
+ 36.46%
$26.38 - $27.95 $1.38M - $1.47M
196K $5.36M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
30.3K
+ 587.81%
$50.08 - $50.37 $1.52M - $1.53M
35.4K $1.78M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
62.4K
+ 56.05%
$23.54 - $23.97 $1.47M - $1.5M
174K $4.16M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
58.3K
+ 62.86%
$21.69 - $23.34 $1.27M - $1.36M
151K $3.52M
VOE
Vanguard Mid Cap Value Index F

ETFs
8.06K
+ 359.2%
$164.63 - $174.58 $1.33M - $1.41M
10.3K $1.8M
SHV
Ishares Tr

ETFs
12.6K
+ 2.71%
$110.06 - $110.49 $1.38M - $1.39M
475K $52.5M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
3.37K
+ 2.74%
$142.94 - $152.69 $482K - $515K
126K $19M
AVUS
American Centy ETF Tr Avantis

ETFs
2.7K
+ 2.04%
$101.2 - $109.16 $273K - $295K
135K $14.7M
XOM
Exxon Mobil Corp

Energy
3.85K
+ 2.11%
$105.83 - $117.22 $407K - $451K
186K $20.9M
PEG
Public Service Enterprise Group Inc

Utilities
16.8K
+ 12.11%
$79.99 - $90.14 $1.35M - $1.52M
156K $13M
XLV
Select Sector Spdr Fund Health

ETFs
8.01K
+ 26.96%
$129.01 - $139.72 $1.03M - $1.12M
37.7K $5.25M
AXP
American Express CO

Financial Services
2.93K
+ 15.71%
$294.27 - $342.31 $861K - $1M
21.5K $7.16M
MARA
Marathon Digital Holdings, Inc.

Financial Services
53.9K
+ 143.24%
N/A
91.5K $2.06M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
23.2K
+ 25.93%
$50.82 - $51.09 $1.18M - $1.18M
113K $5.75M
T
At&T Inc.

Communication Services
53.7K
+ 11.39%
$26.94 - $29.62 $1.45M - $1.59M
525K $14.8M
CVX
Chevron Corp

Energy
2.64K
+ 4.22%
$145.57 - $161.83 $385K - $428K
65.3K $10.1M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
22.9K
+ 18.66%
$50.05 - $50.36 $1.15M - $1.15M
146K $7.32M
AVSC
American Centy ETF Tr Avantis
2.31K
+ 1.27%
$51.33 - $58.63 $118K - $135K
184K $10.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.8K
+ 15.93%
$52.12 - $55.33 $772K - $819K
108K $5.96M
GLDM
World Gold Trust

ETFs
5.52K
+ 9.26%
$64.73 - $76.45 $357K - $422K
65.1K $4.98M
NET
Cloudflare, Inc.

Technology
3K
+ 14.3%
$181.39 - $228.28 $544K - $684K
24K $5.14M
Activity Summary
Buys All Purchases 637 New Holdings 186 Increased Positions 451 Sells All Sells 377 Reductions 377 Sold out 0 Options Calls 6 Puts 0
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